Planswell reviews: What our clients say about us

Helping people manage their personal finances and feel better about their money is no trivial task, but we’re on a mission to do just that.

Having worked alongside many clients by not only providing sound financial advice, but also listening to their personal stories has led to a lot of great feedback and positive reviews.

The question is, how many stars would it be worth if you could feel like a financial genius? These happy clients gave us five stars and we hope to see you on this list someday soon 😉

Patrick Hood ⭐⭐⭐⭐⭐

“I love that they make financial plans for you and actively are helping you to grow your wealth as a result. It’s a lot different compared to other financial advisory firms that once they have your money, don’t really seem to care about you. This was my experience at TD, I left and found the service to be much more personable at Planswell.”

Shannon Kirwin ⭐⭐⭐⭐⭐

“I am so excited to be working with Planswell! For the first time in my adult life I feel like I might actually have a handle on what is what with my money. My plan pro talks to me like a human and I honestly feel like she has my back. I highly recommend getting your plan stat 😊”

Leisse Wilcox ⭐⭐⭐⭐⭐

“I have a TOTAL brand crush on these guys, because what they’re doing is actually changing lives through empowering people to be aware of their own money. This is such a wild shift in power dynamics, and as a single woman with a gaggle of children – who used to absolve herself of all financial responsibility – I can’t express the feeling of joy that comes from feeling like I’m a part of creating and embracing my own wealth and financial security. Grateful guys, thank you.”

Ankur Patel ⭐⭐⭐⭐⭐

“I just signed up for a plan with Planswell 2 weeks ago and it was the easiest thing, was able to get insurance on top of investment for me and my fiance. Thank you to the Planswell team, definitely recommend to anyone!”

Ryan O’Neill ⭐⭐⭐⭐⭐

“Easy to create a plan, the surveys ask all of the right questions. Being a new dad brings a lot of stress and anxiety about the future, Planswell helps create a plan that is easy to follow and educated me on RESP, RRSP’s and TFSA’s and the benefits of each one. Now that I am with Planswell I can worry less about finances.”

Tenley L ⭐⭐⭐⭐⭐

“As a first-time investor, I came to Plan$well with a hundred questions and a thousand hesitations. Not only did the Plan$well team make me feel confident and comfortable with my long-term investments, but they treated me like a member of their family during the whole process. The amazing Plan$well team answered all of my questions with well-informed answers and worked with me to ensure that my short and long term goals can be met! Thank you, Plan$well, for your unique and refreshing take on investments and insurance.”

Olivia Roque ⭐⭐⭐⭐⭐

“Planswell is a great choice for my family’s future! The team knows their products and are very open on what is the best option for you. More importantly, their customer service is excellent!! They treat us more than just clients but as part of the Planswell family.”

Sadie Rogers ⭐⭐⭐⭐⭐

“My fiancé and I had no idea how to get a mortgage. But really, who does know? When you’re a first time home buyer, it’s a scary and exciting time! Ryan was able to walk us through absolutely everything when it came to actually achieving our goal. Though there were many complications and a number of setbacks (outside problems that were not caused by Planswell), Ryan stuck with us with integrity and perseverance, never once letting the complications get the better of us, and always remaining positive. He showed us the respect and courtesy that is a shining example of why Planswell is a business that is dedicated to helping their clients and putting them first, always.I would never, and will never, go anywhere else when it comes to getting a mortgage. Planswell is absolutely the place to go. After this I think of Ryan as a friend, rather than somebody who helped me because it was their job to do so. I am truly thankful for the experience I had at Planswell.”

Kathryn Hodwitz ⭐⭐⭐⭐⭐

“Super friendly and knowledgeable staff. I definitely feel like my money is in good hands. Thanks guys!”

Jessie Blair ⭐⭐⭐⭐⭐

“I have nothing but great things to say about Planswell! Their staff are experts and know what they are doing. Happy to be working with them.”

Haven’t had a chance to leave us your review yet? Let us know about your Planswell experience by writing your review here.